QDVE.DE vs. 5MVW.DE
QDVE.DE (iShares S&P 500 Information Technology Sector UCITS ETF) and 5MVW.DE (iShares MSCI World Energy Sector UCITS ETF USD (Dist)) are both exchange-traded funds - QDVE.DE is a Technology Equities fund tracking the S&P 500 Capped 35/20 Information Technology Index, while 5MVW.DE is a Energy Equities fund tracking the MSCI World Energy. Both are passively managed. Over the past 5 years, QDVE.DE returned 25.33%/yr vs 20.31%/yr for 5MVW.DE. At a 0.20 correlation, their price movements are largely independent. QDVE.DE charges 0.15%/yr vs 0.18%/yr for 5MVW.DE.
Performance
QDVE.DE vs. 5MVW.DE - Performance Comparison
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Returns By Period
In the year-to-date period, QDVE.DE achieves a 24.06% return, which is significantly lower than 5MVW.DE's 32.79% return.
QDVE.DE
- 1D
- -2.26%
- 1M
- 13.91%
- YTD
- 24.06%
- 6M
- 23.05%
- 1Y
- 49.27%
- 3Y*
- 30.81%
- 5Y*
- 25.33%
- 10Y*
- 26.04%
5MVW.DE
- 1D
- -0.61%
- 1M
- 3.30%
- YTD
- 32.79%
- 6M
- 28.70%
- 1Y
- 44.89%
- 3Y*
- 15.65%
- 5Y*
- 20.31%
- 10Y*
- —
QDVE.DE vs. 5MVW.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 24.06% | 9.99% | 46.12% | 54.14% | -25.83% | 46.77% | 29.69% | 12.70% |
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 32.79% | 2.17% | 7.57% | 0.01% | 54.20% | 52.29% | -36.78% | 4.54% |
Correlation
The correlation between QDVE.DE and 5MVW.DE is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2019 | 0.20 |
The correlation between QDVE.DE and 5MVW.DE shifts across timeframes, from -0.09 (1 year) to 0.20 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
QDVE.DE vs. 5MVW.DE — Risk / Return Rank
QDVE.DE
5MVW.DE
QDVE.DE vs. 5MVW.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) and iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| QDVE.DE | 5MVW.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.37 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.14 | 2.97 | +0.18 |
| Martin ratioReturn relative to average drawdown | 8.31 | 9.81 | -1.50 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| QDVE.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.40 | 2.10 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.10 | 0.84 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.19 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.45 | +0.62 |
Drawdowns
QDVE.DE vs. 5MVW.DE - Drawdown Comparison
The maximum QDVE.DE drawdown since its inception was -31.45%, smaller than the maximum 5MVW.DE drawdown of -56.87%. Use the drawdown chart below to compare losses from any high point for QDVE.DE and 5MVW.DE.
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Drawdown Indicators
| QDVE.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.45% | -56.87% | +25.42% |
Max Drawdown (1Y)Largest decline over 1 year | -15.59% | -15.05% | -0.54% |
Max Drawdown (3Y)Largest decline over 3 years | -29.83% | -23.76% | -6.07% |
Max Drawdown (5Y)Largest decline over 5 years | -29.83% | -23.76% | -6.07% |
Max Drawdown (10Y)Largest decline over 10 years | -31.45% | — | — |
Current DrawdownCurrent decline from peak | -3.08% | -7.49% | +4.41% |
Average DrawdownAverage peak-to-trough decline | -5.80% | -13.53% | +7.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.91% | 4.56% | +1.35% |
Volatility
QDVE.DE vs. 5MVW.DE - Volatility Comparison
iShares S&P 500 Information Technology Sector UCITS ETF (QDVE.DE) has a higher volatility of 7.12% compared to iShares MSCI World Energy Sector UCITS ETF USD (Dist) (5MVW.DE) at 6.76%. This indicates that QDVE.DE's price experiences larger fluctuations and is considered to be riskier than 5MVW.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QDVE.DE | 5MVW.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.12% | 6.76% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 14.85% | 18.33% | -3.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.42% | 21.33% | -0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.71% | 23.99% | -1.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.73% | 29.20% | -7.47% |
QDVE.DE vs. 5MVW.DE - Expense Ratio Comparison
QDVE.DE has a 0.15% expense ratio, which is lower than 5MVW.DE's 0.18% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
QDVE.DE vs. 5MVW.DE - Dividend Comparison
QDVE.DE has not paid dividends to shareholders, while 5MVW.DE's dividend yield for the trailing twelve months is around 2.48%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
5MVW.DE iShares MSCI World Energy Sector UCITS ETF USD (Dist) | 2.48% | 3.29% | 3.54% | 3.64% | 3.41% | 3.49% | 5.08% | 0.63% |
QDVE.DE iShares S&P 500 Information Technology Sector UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
QDVE.DE and 5MVW.DE have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, QDVE.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
QDVE.DE is cheaper with a 0.15% expense ratio, compared with 0.18% for 5MVW.DE.
QDVE.DE is categorized as Technology Equities, while 5MVW.DE is Energy Equities. QDVE.DE tracks S&P 500 Capped 35/20 Information Technology Index, while 5MVW.DE tracks MSCI World Energy. Their fees differ too: 0.15% for QDVE.DE and 0.18% for 5MVW.DE.
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